Anic Equity¶
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Total return since start: 0.554 %¶
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Equity now: -----------------------------> 47455.0 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46056.98 Kr¶
PnL: ---------------------------------------> -831.59 Kr¶
DD now: ---------------------------------> -2.416 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-30 11:31:55.905535'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | -1.270000 | 3100.000000 | 173.000000 | 5.910000 | 2927.000000 |
| HMS Networks | 2 | -1.230000 | 770.400000 | 97.400000 | 14.470000 | 673.000000 |
| Nordea Bank Abp | 29 | 0.460000 | 3531.040000 | 77.040000 | 2.230000 | 3453.999992 |
| HEBA B | 70 | -3.610000 | 2709.000000 | 73.000000 | 2.770000 | 2636.000010 |
| MedCap | 2 | -0.210000 | 466.000000 | 45.000000 | 10.690000 | 421.000000 |
| SAAB B | 8 | -0.090000 | 3416.800000 | 39.800000 | 1.180000 | 3377.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | -5.850000 | 384.500000 | 29.500000 | 8.310000 | 355.000000 |
| AcadeMedia | 12 | 0.990000 | 585.120000 | 28.120000 | 5.050000 | 557.000004 |
| Resurs Holding | 22 | -1.370000 | 601.700000 | 27.700000 | 4.830000 | 573.999998 |
| Swedbank A | 3 | -0.310000 | 587.550000 | 23.550000 | 4.180000 | 564.000000 |
| OEM International B | 7 | -0.130000 | 546.700000 | 18.700000 | 3.540000 | 527.999997 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.730000 | 579.600000 | 17.600000 | 3.130000 | 562.000005 |
| Norva24 Group | 16 | -0.110000 | 559.360000 | 16.360000 | 3.010000 | 543.000000 |
| Intrum | 4 | -1.200000 | 541.400000 | 14.400000 | 2.730000 | 527.000000 |
| Eastnine | 4 | -0.630000 | 502.400000 | 11.400000 | 2.320000 | 491.000000 |
| Karnov Group | 9 | -0.830000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| Corem Property Group B | 59 | -5.190000 | 581.740000 | 4.740000 | 0.820000 | 576.999999 |
| Creaspac SPAC | 6 | -0.310000 | 579.600000 | 2.600000 | 0.450000 | 577.000002 |
| Securitas B | 6 | -2.800000 | 571.560000 | 1.560000 | 0.270000 | 570.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | -3.920000 | 246.960000 | 0.960000 | 0.390000 | 246.000000 |
| Coor Service Management Hold. | 8 | -1.700000 | 531.600000 | -0.400000 | -0.080000 | 532.000000 |
| Handelsbanken A | 5 | 0.370000 | 542.250000 | -3.750000 | -0.690000 | 546.000000 |
| Midsona B | 63 | -0.670000 | 563.850000 | -19.150000 | -3.280000 | 582.999984 |
| Boozt | 12 | -2.230000 | 1633.200000 | -20.800000 | -1.260000 | 1653.999996 |
| CTEK | 13 | -1.330000 | 502.840000 | -31.160000 | -5.840000 | 533.999999 |
| Essity B | 2 | 0.900000 | 539.200000 | -34.800000 | -6.060000 | 574.000000 |
| International Petroleum Corp. | 5 | -2.700000 | 558.500000 | -36.070000 | -6.070000 | 594.565215 |
| Sampo Oyj SDB | 7 | 0.740000 | 3808.000000 | -42.000000 | -1.090000 | 3850.000000 |
| Vivesto | 1368 | 1.930000 | 564.710000 | -48.290000 | -7.880000 | 612.999432 |
| Essity A | 4 | 1.120000 | 1086.000000 | -63.000000 | -5.480000 | 1149.000000 |
| Fasadgruppen Group | 35 | 1.330000 | 3738.000000 | -73.000000 | -1.920000 | 3810.999990 |
| Beijer Electronics Group | 26 | 3.740000 | 2886.000000 | -85.000000 | -2.860000 | 2971.000006 |
| OX2 | 18 | 0.680000 | 1455.300000 | -208.700000 | -12.540000 | 1663.999992 |
| Axfood | 13 | 1.540000 | 3520.400000 | -235.600000 | -6.270000 | 3756.000001 |
| Ovzon | 52 | -2.060000 | 2724.800000 | -637.200000 | -18.950000 | 3361.999992 |
| TOTAL | 46056.980000 | -831.590000 | -2.41598% | 46888.564618 |
Updated:¶
'2023-01-30 11:32:09.597996'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
